Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.063 | 0 | 66 |
| 1 month | -0.078 | 0 | 59 |
| 3 months | -0.063 | 0 | 66 |
| 1 year | -0.016 | 0 | 92 |
| 3 years | 0.025 | 0 | 90 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.127 | — |
| 2023 | 0.142 | — |
| 2022 | -0.175 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.073 | 0.003 | 0.001 | 0.046 |
| 2023 | 0.048 | 0.044 | -0.021 | 0.067 |
| 2022 | -0.075 | -0.095 | 0.003 | -0.018 |
| 2021 | 0.048 | 0.023 | 0.146 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.046 |
| 3 years | 0.014 |